Have strong organisation skills and ability to build strong customer relationships?
Do you thrive in a fast paced and varied role?
You'll be responsible for ensuring the services provided to customers is second to none; ensuring their orders and requirements are processed accurately and efficiently, whilst managing their expectations along the way.
An Independent Financial Planning firm with a fantastic reputation in offering a comprehensive financial advice service including, Pensions, Investment and IHT services are on the lookout for a Paraplanner to join their growing team.
They pride themselves on their technical, professional service which is tailored to each client's needs.
They have won several awards and are recognised as a Chartered practice as well as being a growing name in the Wealth Management Market.